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| Provider | Service type | Compensation |
|---|---|---|
Service code 72 | Other investment fees and expenses | $29,206 |
Filed as: BPPR-POPULAR FIDUCIARY SERVICES Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,245 | $50,919-76.0% | $155,556-92.1% | $77,762-84.3% |
| Participation rate | 88.8% | 63.1%+25.7pp | 78.2%+10.5pp | 70.6%+18.2pp |
| Annual return | 12.25% | 34.84%-22.6pp | 64.84%-52.6pp | 31.27%-19.0pp |
| Employer contribution / active EE | $673 | $1,991-66.2% | $4,675-85.6% | $2,728-75.3% |
| Participant deferral / active EE | $1,560 | $2,824-44.8% | $5,631-72.3% | $4,651-66.5% |
| Admin fee / account holder | $0 | $437-100.0% | $15,885-100.0% | $433-100.0% |